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Sierra Tactical Core Income Instl (SSIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.84+0.03 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.51%
5-year average return1.95%
Number of years up9
Number of years down3
Best 1-yr total return (5 May 2024)9.44%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return9.44%
Worst 3-yr total return-0.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSIRXCategory
YTD-0.50%1.90%
1-month-1.57%0.35%
3-month-0.64%1.41%
1-year3.00%7.92%
3-year-0.41%3.65%
5-year1.75%3.77%
10-year2.46%2.82%
Last bull market7.09%6.13%
Last bear market-2.63%-3.74%

Annual total return (%) history

Year
SSIRXCategory
2024
N/AN/A
2023
4.07%N/A
2022
-4.91%N/A
2021
0.58%N/A
2020
5.18%3.44%
2019
8.19%6.69%
2018
-1.03%-1.17%
2017
5.88%4.06%
2016
6.23%5.28%
2015
-0.76%-1.41%
2014
6.98%1.24%
2013
0.38%0.29%
2012
9.44%7.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.09%N/AN/AN/A
20230.12%-0.48%-0.90%5.41%
2022-2.00%-2.63%-0.72%0.38%
2021-0.55%2.34%-0.24%-0.94%
2020-3.04%2.48%2.21%3.56%
20192.78%2.72%1.15%1.32%
2018-0.61%-0.31%1.01%-1.10%
20171.68%1.41%1.81%0.86%
20162.18%3.12%2.07%-1.22%
20151.52%-1.86%-0.39%0.00%
20143.25%3.41%-0.15%0.35%
20131.41%-1.24%-0.60%0.83%
20122.94%0.79%3.67%1.75%

Rank in category (by total return)

YTD74
1-month75
3-month72
1-year75
3-year65
5-year58

Load adjusted returns

1-year3.00%
3-year-0.41%
5-year1.75%
10-year2.46%